$6.38 Billion is the total value of Williams Jones Wealth Management, LLC.'s 579 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 2.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL CLcs | $16,761,600 | -0.7% | 36 | 0.0% | 0.26% | -7.1% | |
| VICTREX PLCcs | $14,336,261 | +2.5% | 728,000 | 0.0% | 0.22% | -3.8% | ||
| FLO | FLOWERS FOODS INC COMcs | $9,612,523 | -4.6% | 350,694 | 0.0% | 0.15% | -10.7% | |
| WTM | WHITE MTNS INS GROUP LTD COMcs | $7,359,929 | -2.6% | 5,343 | 0.0% | 0.12% | -9.4% | |
| HRL | HORMEL FOODS CORPcs | $4,855,510 | -12.4% | 121,753 | 0.0% | 0.08% | -18.3% | |
| CHD | CHURCH & DWIGHT INC COMcs | $4,725,426 | +9.7% | 53,449 | 0.0% | 0.07% | +2.8% | |
| ARGX | ARGENX SE SPONSORED ADRcs | $3,874,087 | -1.6% | 10,398 | 0.0% | 0.06% | -7.6% | |
| BFA | BROWN FORMAN CORPcs | $3,692,753 | -0.9% | 56,646 | 0.0% | 0.06% | -6.5% | |
| BFB | BROWN-FORMAN CORP - CLASS Bcs | $3,493,717 | -2.1% | 54,360 | 0.0% | 0.06% | -8.3% | |
| A | AGILENT TECHNOLOGIES INC COMcs | $3,033,935 | -7.6% | 21,931 | 0.0% | 0.05% | -12.7% | |
| CNI | CANADIAN NATL RY CO COMcs | $2,978,860 | -0.8% | 25,251 | 0.0% | 0.05% | -6.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COcs | $2,841,760 | -3.9% | 19,399 | 0.0% | 0.04% | -10.0% | |
| KMB | KIMBERLY CLARK CORP COMcs | $2,691,245 | -1.1% | 20,051 | 0.0% | 0.04% | -8.7% | |
| K | KELLOGG CO COMcs | $2,157,853 | -6.0% | 32,226 | 0.0% | 0.03% | -10.5% | |
| AMP | AMERIPRISE FINL INC COMcs | $2,129,562 | -1.6% | 6,948 | 0.0% | 0.03% | -8.3% | |
| WJA VALUE EQUITY FUNDmf | $2,062,474 | +7.7% | 984 | 0.0% | 0.03% | 0.0% | ||
| NRC | NATIONAL RESH CORP COM NEWcs | $1,827,333 | +16.6% | 41,998 | 0.0% | 0.03% | +11.5% | |
| LHX | L3HARRIS TECHNOLOGY INCcs | $1,798,343 | -5.7% | 9,164 | 0.0% | 0.03% | -12.5% | |
| HPE | HEWLETT PACKARD ENTERPRISE COcs | $1,505,895 | -0.2% | 94,532 | 0.0% | 0.02% | -4.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWcs | $1,400,606 | +11.0% | 4,895 | 0.0% | 0.02% | +4.8% | |
| REGN | REGENERON PHARMACEUTICALS COMcs | $1,426,602 | +13.9% | 1,736 | 0.0% | 0.02% | +4.8% | |
| PDFS | PDF SOLUTIONS INC COMcs | $1,356,800 | +48.7% | 32,000 | 0.0% | 0.02% | +40.0% | |
| SXT | SENSIENT TECHNOLOGIES CORP COMcs | $1,200,614 | +5.0% | 15,682 | 0.0% | 0.02% | 0.0% | |
| MCO | MOODYS CORPcs | $1,182,155 | +9.8% | 3,863 | 0.0% | 0.02% | +5.6% | |
| FIDELITY GROWTH CO FUNDmf | $1,235,498 | +16.7% | 47,049 | 0.0% | 0.02% | +5.6% | ||
| COO | COOPER COS INC COM NEWcs | $1,120,080 | +12.9% | 3,000 | 0.0% | 0.02% | +5.9% | |
| INGR | INGREDION INC COMcs | $1,069,182 | +3.9% | 10,510 | 0.0% | 0.02% | 0.0% | |
| ADYEN N V SHScs | $1,095,144 | +14.8% | 692 | 0.0% | 0.02% | +6.2% | ||
| NOC | NORTHROP GRUMMAN CORP COMcs | $1,058,724 | -15.4% | 2,293 | 0.0% | 0.02% | -19.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANCcs | $1,108,854 | -12.3% | 12,058 | 0.0% | 0.02% | -19.0% | |
| AMERICAN CENTY MUT FDS INC ULTmf | $1,013,908 | +16.2% | 15,820 | 0.0% | 0.02% | +6.7% | ||
| VANGUARD INDEX FDS LCP INDX ADmf | $997,882 | +7.3% | 10,569 | 0.0% | 0.02% | 0.0% | ||
| UHS | UNIVERSAL HLTH SVCS INC CL Bcs | $1,019,215 | -9.8% | 8,019 | 0.0% | 0.02% | -15.8% | |
| SPMD | SPDR SER TR PORTFOLIO S&P400cs | $967,910 | +3.4% | 22,028 | 0.0% | 0.02% | -6.2% | |
| SIG COMBIBLOC GROUP AGcs | $868,920 | +17.7% | 33,800 | 0.0% | 0.01% | +16.7% | ||
| IJH | ISHARES TR CORE S&P MCP ETFcs | $812,270 | +3.4% | 3,247 | 0.0% | 0.01% | 0.0% | |
| RMD | RESMED INC COMcs | $740,843 | +5.2% | 3,383 | 0.0% | 0.01% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP COMcs | $788,043 | +7.8% | 9,337 | 0.0% | 0.01% | 0.0% | |
| PKG | PACKAGING CORP OF AMERICAcs | $749,404 | +8.5% | 5,398 | 0.0% | 0.01% | 0.0% | |
| CHH | CHOICE HOTELS INTL INC COMcs | $703,140 | +4.0% | 6,000 | 0.0% | 0.01% | 0.0% | |
| TRGP | TARGA RES CORP COMcs | $710,095 | -0.7% | 9,734 | 0.0% | 0.01% | -8.3% | |
| FCPT | FOUR CORNERS PPTY TR INC COMcs | $629,491 | +3.6% | 23,436 | 0.0% | 0.01% | 0.0% | |
| VANGUARD MID CAP INDEX FUND ADmf | $634,135 | +3.5% | 2,427 | 0.0% | 0.01% | 0.0% | ||
| PUTNAM EQUITY INCOME FD NEW CLmf | $660,520 | +1.5% | 23,079 | 0.0% | 0.01% | -9.1% | ||
| MMC | MARSH & MCLENNAN COS INCcs | $620,232 | +0.6% | 3,724 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC COMcs | $555,677 | +16.0% | 8,766 | 0.0% | 0.01% | +12.5% | |
| LAUDUS TR SCHWAB SEL LA CPmf | $559,828 | +17.1% | 28,175 | 0.0% | 0.01% | +12.5% | ||
| DTE | DTE ENERGY CO COMcs | $567,198 | -6.8% | 5,178 | 0.0% | 0.01% | -10.0% | |
| ALL | ALLSTATE CORPcs | $542,969 | -18.3% | 4,900 | 0.0% | 0.01% | -18.2% | |
| GL | GLOBE LIFE INCcs | $557,471 | -8.7% | 5,067 | 0.0% | 0.01% | -10.0% | |
| COG | COTERRA ENERGY INCcs | $546,727 | -0.1% | 22,279 | 0.0% | 0.01% | 0.0% | |
| BEN | FRANKLIN RES INC COMcs | $485,594 | +2.1% | 18,025 | 0.0% | 0.01% | 0.0% | |
| FAST | FASTENAL CO COMcs | $481,522 | +14.0% | 8,927 | 0.0% | 0.01% | +14.3% | |
| VMW | VMWARE INC CL A COMcs | $541,850 | +1.7% | 4,340 | 0.0% | 0.01% | -11.1% | |
| WEN | WENDYS CO COMcs | $490,050 | -3.8% | 22,500 | 0.0% | 0.01% | -11.1% | |
| SCHWAB CAP TR S&P 500IDX SELmf | $530,201 | +7.5% | 8,395 | 0.0% | 0.01% | 0.0% | ||
| RJF | RAYMOND JAMES FINANCIAL INC COcs | $507,016 | -12.7% | 5,436 | 0.0% | 0.01% | -20.0% | |
| ZBH | ZIMMER BIOMET HLDGS INC COMcs | $417,833 | +1.3% | 3,234 | 0.0% | 0.01% | 0.0% | |
| VANGUARD WINDSOR II FD ADMIRALmf | $470,655 | +4.7% | 6,798 | 0.0% | 0.01% | -12.5% | ||
| UGI | UGI CORP NEW COMcs | $469,886 | -6.2% | 13,518 | 0.0% | 0.01% | -12.5% | |
| VICI | VICI PPTYS INC COMcs | $466,466 | +0.7% | 14,300 | 0.0% | 0.01% | -12.5% | |
| VTI | VANGUARD INDEX FDS TOTAL STK Mcs | $465,408 | +6.8% | 2,280 | 0.0% | 0.01% | 0.0% | |
| JPMORGAN TR II EQTY INCOME SLmf | $434,073 | -4.2% | 20,013 | 0.0% | 0.01% | -12.5% | ||
| BBH | VANECK VECTORS ETF TRcs | $431,159 | +1.5% | 2,660 | 0.0% | 0.01% | 0.0% | |
| T ROWE PR BLUE CHIP GROWmf | $437,902 | +16.4% | 3,634 | 0.0% | 0.01% | +16.7% | ||
| TEL | TE CONNECTIVITY LTD REG SHScs | $466,894 | +14.2% | 3,560 | 0.0% | 0.01% | 0.0% | |
| TDG | TRANSDIGM GROUP INC COMcs | $381,792 | +17.1% | 518 | 0.0% | 0.01% | +20.0% | |
| BWA | BORGWARNER INC COMcs | $393,911 | +22.0% | 8,021 | 0.0% | 0.01% | +20.0% | |
| CAC | CAMDEN NATL CORP COMcs | $399,900 | -13.2% | 11,050 | 0.0% | 0.01% | -25.0% | |
| FIVE | FIVE BELOW, INCcs | $352,415 | +16.5% | 1,711 | 0.0% | 0.01% | +20.0% | |
| IVW | ISHARES TR S&P 500 GRWT ETFcs | $410,046 | +9.2% | 6,418 | 0.0% | 0.01% | 0.0% | |
| IXUS | ISHARES TR CORE MSCI TOTALcs | $365,195 | +7.0% | 5,895 | 0.0% | 0.01% | 0.0% | |
| L | LOEWS CORP COMcs | $362,799 | -0.5% | 6,253 | 0.0% | 0.01% | 0.0% | |
| TCEHY | TENCENT HLDGS LTD ADRcs | $389,164 | +15.4% | 7,960 | 0.0% | 0.01% | 0.0% | |
| THS | TREEHOUSE FOODS INC COMcs | $403,440 | +2.1% | 8,000 | 0.0% | 0.01% | -14.3% | |
| WAB | WABTEC CORP COMcs | $293,579 | +1.3% | 2,905 | 0.0% | 0.01% | 0.0% | |
| WLKP | WESTLAKE CHEM PARTNERS LP COMcs | $308,140 | -6.3% | 14,000 | 0.0% | 0.01% | -16.7% | |
| EFX | EQUIFAX INC COMcs | $335,295 | +4.4% | 1,653 | 0.0% | 0.01% | 0.0% | |
| BWXT | BWX TECHNOLOGIES INC COMcs | $318,793 | +8.5% | 5,057 | 0.0% | 0.01% | 0.0% | |
| HXL | HEXCEL CORP NEW COMcs | $288,356 | +16.0% | 4,225 | 0.0% | 0.01% | +25.0% | |
| VANGUARD TAX MANAGED INTL FD Cmf | $295,866 | +7.2% | 1,395 | 0.0% | 0.01% | 0.0% | ||
| JJSF | J & J SNACK FOODS CORP COMcs | $315,560 | -1.0% | 2,129 | 0.0% | 0.01% | 0.0% | |
| JPMORGAN TR II LARGE CAP GR Smf | $309,791 | +7.0% | 6,462 | 0.0% | 0.01% | 0.0% | ||
| NAVI | NAVIENT CORPORATION COMcs | $338,684 | -2.8% | 21,181 | 0.0% | 0.01% | -16.7% | |
| SRE | SEMPRA ENERGYcs | $290,681 | -2.2% | 1,923 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL COMcs | $271,065 | +12.8% | 1,713 | 0.0% | 0.00% | 0.0% | |
| DFA INTERNATIONAL SMALL CAP EQmf | $247,740 | +6.3% | 13,384 | 0.0% | 0.00% | 0.0% | ||
| DELL | DELL INC COMcs | $268,764 | -0.0% | 6,684 | 0.0% | 0.00% | -20.0% | |
| SWM | SCHWEITZER-MAUDUIT INTL INC COcs | $236,750 | +2.7% | 11,027 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMcs | $268,416 | +11.9% | 600 | 0.0% | 0.00% | 0.0% | |
| ALSN | ALLISON TRANSMISSION HLDGS INCcs | $286,550 | +8.8% | 6,334 | 0.0% | 0.00% | 0.0% | |
| MEG | MONTROSE ENVIRONMENTAL GROUP Ics | $246,123 | -19.6% | 6,900 | 0.0% | 0.00% | -20.0% | |
| SPARK NEW ZEALAND LTD SHScs | $237,647 | -7.6% | 75,000 | 0.0% | 0.00% | 0.0% | ||
| AMCAP FD INC SHS CL F-2mf | $276,332 | +10.1% | 8,227 | 0.0% | 0.00% | 0.0% | ||
| IVE | ISHARES TR S&P 500 VALUEcs | $278,024 | +4.6% | 1,832 | 0.0% | 0.00% | 0.0% | |
| HSIC | SCHEIN HENRY INC COMcs | $277,236 | +2.1% | 3,400 | 0.0% | 0.00% | -20.0% | |
| GRAYSCALE ETHEREUM TR ETH SHScs | $278,688 | +80.0% | 32,519 | 0.0% | 0.00% | +33.3% | ||
| GABELLI ASSET FD SH BEN INTmf | $231,023 | +4.4% | 4,659 | 0.0% | 0.00% | 0.0% | ||
| FT 10003 EQUITY INC SELEC-UIcs | $254,268 | -0.2% | 28,037 | 0.0% | 0.00% | 0.0% | ||
| ICLR | ICON PLC SHScs | $237,085 | +10.0% | 1,110 | 0.0% | 0.00% | 0.0% | |
| EPAM | EPAM SYS INC COMcs | $239,200 | -8.8% | 800 | 0.0% | 0.00% | 0.0% | |
| NPO | ENPRO INDS INC COMcs | $221,597 | -4.4% | 2,133 | 0.0% | 0.00% | -25.0% | |
| HEP | HOLLY ENERGY PARTNERS LPcs | $219,904 | -4.1% | 12,660 | 0.0% | 0.00% | -25.0% | |
| TOYOTA MOTOR CORP COMcs | $211,887 | +2.8% | 15,000 | 0.0% | 0.00% | 0.0% | ||
| BGS | B & G FOODS INC NEW COMcs | $190,957 | +39.3% | 12,296 | 0.0% | 0.00% | +50.0% | |
| ALLIANZ FDS RCM MIDCAP INSmf | $197,711 | +7.7% | 46,962 | 0.0% | 0.00% | 0.0% | ||
| ENR | ENERGIZER HLDGS INC NEW COMcs | $221,247 | +3.4% | 6,376 | 0.0% | 0.00% | -25.0% | |
| FHN | FIRST HORIZON NATL CORP COMcs | $214,391 | -27.4% | 12,058 | 0.0% | 0.00% | -40.0% | |
| JBLU | JETBLUE AIRWAYS CORPcs | $218,400 | +12.3% | 30,000 | 0.0% | 0.00% | 0.0% | |
| AMERICAN BEACON FDS CL Ymf | $217,463 | +1.1% | 10,485 | 0.0% | 0.00% | -25.0% | ||
| FLOT | ISHARES TR FLTG RATE BD ETFcs | $214,258 | +0.1% | 4,252 | 0.0% | 0.00% | -25.0% | |
| IWV | ISHARES TR RUSSELL 3000cs | $214,223 | +6.7% | 910 | 0.0% | 0.00% | 0.0% | |
| PIMCO FDS PAC INVT MGMT SER STmf | $133,721 | +7.3% | 13,266 | 0.0% | 0.00% | 0.0% | ||
| ROYCE FD PENN MUT INVmf | $104,284 | +8.1% | 12,671 | 0.0% | 0.00% | 0.0% | ||
| UIT FT INNOVATIVE TECHNOLOGY Pcs | $97,624 | +17.6% | 11,534 | 0.0% | 0.00% | +100.0% | ||
| LCTX | LINEAGE CELL THERAPEUTICS INCcs | $151,950 | +28.2% | 101,300 | 0.0% | 0.00% | 0.0% | |
| LGFB | LIONS GATE ENTMNT CORP CL B NOcs | $130,705 | +91.2% | 12,592 | 0.0% | 0.00% | +100.0% | |
| NG | NOVAGOLD RES INC COM NEWcs | $118,491 | +4.0% | 19,050 | 0.0% | 0.00% | 0.0% | |
| FT10076 DW GL TT PT S37-CUSDcs | $113,792 | +10.1% | 11,005 | 0.0% | 0.00% | 0.0% | ||
| FIRST TRUST 9821 4060 STRATEcs | $105,792 | +3.3% | 12,000 | 0.0% | 0.00% | 0.0% | ||
| TEF | TELEFONICA SA ADRcs | $48,694 | +19.9% | 11,377 | 0.0% | 0.00% | 0.0% | |
| HENDERSON GLOBAL FDS GLOBAL EQmf | $69,442 | +2.3% | 11,291 | 0.0% | 0.00% | 0.0% | ||
| HRBR | HARBOR DIVERSIFIED INC COMcs | $39,600 | -7.0% | 20,000 | 0.0% | 0.00% | 0.0% | |
| UIT GUGG BLUE CHIP DVD. PORT.cs | $93,633 | -1.9% | 10,151 | 0.0% | 0.00% | -50.0% | ||
| COLUMBIA LARGE CAP GROWTH - Zmf | $90,055 | +14.2% | 11,091 | 0.0% | 0.00% | 0.0% | ||
| CERS | CERUS CORP COMcs | $57,915 | -18.6% | 19,500 | 0.0% | 0.00% | 0.0% | |
| AMRS | AMYRIS INC COM NEWcs | $32,980 | -11.1% | 24,250 | 0.0% | 0.00% | 0.0% | |
| ABEV | AMBEV SA SPONSORED ADRcs | $45,546 | +3.7% | 16,151 | 0.0% | 0.00% | 0.0% | |
| AMRN | AMARIN CORP PLC SPONS ADR NEWcs | $57,675 | +24.0% | 38,450 | 0.0% | 0.00% | 0.0% | |
| SANTOS LIMITED ORDcs | $77,188 | -5.2% | 16,732 | 0.0% | 0.00% | 0.0% | ||
| ERICSSON CL Bcs | $80,636 | -0.0% | 13,798 | 0.0% | 0.00% | 0.0% | ||
| OCX | ONCOCYTE CORPORATION COMcs | $5,316 | +10.4% | 15,000 | 0.0% | 0.00% | – | |
| OSMT | RVL PHARMACEUTICALS PLCcs | $11,400 | +1.8% | 10,000 | 0.0% | 0.00% | – | |
| SLVTF | SILVER TIGER METALS INCcs | $2,708 | +18.5% | 11,000 | 0.0% | 0.00% | – | |
| PKTX | PROTOKINETIX INCcs | $580 | +9.0% | 20,000 | 0.0% | 0.00% | – | |
| RGRX | REGENERX BIOPHARMACEUTICALS COcs | $1,050 | -24.4% | 10,000 | 0.0% | 0.00% | – | |
| MMRGF | MINAURUM GOLD INC COMcs | $2,448 | +1.4% | 18,000 | 0.0% | 0.00% | – | |
| TGLO | THEGLOBE COM INC COMcs | $8,750 | -16.7% | 25,000 | 0.0% | 0.00% | – | |
| NIHD | NII HLDGS INC COM PAR $0.001cs | $0 | – | 49,996 | 0.0% | 0.00% | – | |
| GENE EXPRESS, INC. COM STOCKcs | $0 | – | 100,000 | 0.0% | 0.00% | – | ||
| DRONE DELIVERY CDA CORP COM &cs | $3,329 | +42.6% | 11,120 | 0.0% | 0.00% | – | ||
| CTXR | CITIUS PHARMACEUTICALS INC COMcs | $11,700 | +48.1% | 10,000 | 0.0% | 0.00% | – | |
| CHARGE ENTERPRISES INC COMcs | $16,500 | -11.3% | 15,000 | 0.0% | 0.00% | – | ||
| NWBO | NORTHWEST BIOTHERAPEUTICS INCcs | $27,500 | -20.3% | 44,000 | 0.0% | 0.00% | -100.0% | |
| 4LICENSING CORPcs | $0 | – | 18,000 | 0.0% | 0.00% | – | ||
| NHHHF | FUELPOSITIVE CORPORATION COMcs | $4,087 | -6.3% | 42,000 | 0.0% | 0.00% | – | |
| GETSWIFT TECHNOLOGIES LTDcs | $2 | -85.7% | 20,714 | 0.0% | 0.00% | – | ||
| GNRSW | GREENROSE ACQUISITION CORP WTwt | $3,174 | -55.4% | 102,400 | 0.0% | 0.00% | – | |
| HIGHLANDS REIT INC COMcs | $2,871 | -3.4% | 10,253 | 0.0% | 0.00% | – | ||
| AQMS | AQUA METALS INCcs | $29,000 | -20.0% | 29,000 | 0.0% | 0.00% | -100.0% | |
| AMNL | APPLIED MINERALS INC COMcs | $9,220 | -50.0% | 4,008,601 | 0.0% | 0.00% | – | |
| SOLAR ENERGY INITIATIVES INC Ccs | $260 | -18.8% | 200,000 | 0.0% | 0.00% | – | ||
| HIPPO HOLDINGS INC WT EXP 1231wt | $1,228 | +74.4% | 22,000 | 0.0% | 0.00% | – | ||
| ISLT | ISLET SCIENCES INC COMcs | $0 | – | 91,666 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 17 | Q3 2023 | 6.4% |
| VISA INC COM CL A | 17 | Q3 2023 | 5.5% |
| COSTCO WHSL CORP NEW COM | 17 | Q3 2023 | 4.2% |
| MICROSOFT CORP COM | 17 | Q3 2023 | 3.7% |
| IDEXX LABS INC COM | 17 | Q3 2023 | 3.9% |
| ZOETIS INC CL A | 17 | Q3 2023 | 3.0% |
| ECOLAB INC COM | 17 | Q3 2023 | 3.3% |
| METTLER TOLEDO INTERNATIONAL C | 17 | Q3 2023 | 2.9% |
| ACCENTURE PLC IRELAND SHS CLAS | 17 | Q3 2023 | 3.1% |
| ALPHABET INC CAP STK CL A | 17 | Q3 2023 | 2.9% |
View Williams Jones Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Williams Jones Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.